PFR I- Cleveland Branch

Promotes member financial well-being through engaging members in meaningful conversations to resolve financial inquiries, enrich the member's experience, and deepen their relationship with the Credit Union.

Responsibilities

• Assists members, guest members, and potential members with account inquiries, performs cash and non-cash transactions, and account maintenance while actively listening to and inquiring about needs to provide the ultimate member experience and value-added solutions.
• Assists members and potential members with new credit union memberships, consumer account, and consumer lending inquiries.
• Opens, closes, converts, and/or maintains member accounts; receives and processes applications for all consumer lending offerings to enrich the member experience and deepen their relationship with CapEd.
• Resolves complex member inquiries with a focus on the Brand Promise while utilizing and adhering to company policies.
• Researches and explores potential solutions to provide alternatives for members.
• Follows escalation processes to direct members to the appropriate team member as needed.
• Balances cash, checks, and completes daily transactions, account maintenance, and loan applications with minimal errors.
• Maintains expert knowledge of all credit union products, services, and promotions.
• Contributes to efficient Credit Union operations by performing other job-related duties as assigned.